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全球超过22000名投资专业人士通过CFA一级考试

发表时间: 2023/03/17

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More than 22,000 Investment Professionals Worldwide Pass Level I CFA Exam, Help to Advance Highest Standards of Professionalism


New York, 26 January 2016

CFA Institute, the global association of investment management professionals, reports that 43 percent of the 52,315 candidates that took the Chartered Financial Analyst (CFA) Level I exam in December 2015 have passed. The CFA Program is a globally recognized, graduate level curriculum that links theory and practice with real-world investment analysis, and emphasizes the highest ethical and professional standards. These successful candidates now progress to Level II of the CFA Program, having taken the first step towards leading the way in building a sustainable investment profession.

The December 2015 exam saw a record number of Level I candidates tested, an increase of 11 percent from the previous year. Additionally, in June and December of 2015 the highest total number of more than 103,000 candidates sat for Level I of the CFA Program, an increase of nearly 10 percent on 2014. These record numbers of candidates reflect the increasing credibility of the exam and the growing demand from employers and regulators for the CFA designation.

CFA协会投资管理专业人士的全球性协会报告指出,52315名考生通过201512CFA一级考试,本次CFA一级考试全球通过率为43%CFA课程是全球认可的研究生水平课程,理论与实际相联系的现实世界的投资分析,强调z高的道德和专业标准。这些考试通过的考生现在可以进修CFA二级考试,这在建设一个可持续的投资行业领先的道路迈出了第一步。

201512CFA考试的报考人数相比去年增长11%6月和12CFA一级考试总人数超过103000人,比去年增长10%。这些记录数量的考生反映从雇主和监管机构对CFA头衔的可信度的提升和需求的不断增长。在线索取2016年6月CFA网课及Handbook 》》



“For more than 50 years, CFA Institute has minted the most rigorously credentialed practitioners who adhere to the highest educational, professional, and ethical standards and are committed to putting investor interests first,” said Paul Smith, CFA, president and CEO of CFA Institute. “We are committed to developing future professionals with the necessary technical skills, knowledge, and ethics and with a clear understanding of their role in society. I congratulate today’s successful candidates who are now one step closer to earning the CFA designation, the mark of distinction that is globally recognized as the definitive standard for industry ethics and education.”


To earn the CFA designation, candidates must pass all three levels of exam (successful candidates often report dedicating in excess of 300 hours of study per level); meet the work experience requirements of four years in the investment industry; sign a commitment to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct; apply to a CFA Institute society; and become a member of CFA Institute.

“过去50年,CFA协会已经培养了z严格的资格的从业人员,坚持z高的教育、专业和道德标准,并致力于把投资者的利益放在第一位,”保罗史密斯,CFA持证人,CFA协会总裁兼首席执行官说,“我们致力于培养未来的专业人员,有必要的技术技能,知识和伦理,并对其在社会中的作用有清醒的认识。我祝贺今天成功的候选人离获得CFA头衔的目标更近一步。”

获得CFA持证人资格,候选人必须通过三级考试(成功的候选人需要每个级别备战300小时左右);满足在投资行业四年工作经验的要求;签署承诺遵守职业伦理和行为标准;申请CFA协会,z终成为CFA协会会员。>>CFA备考秘诀分享会(北京专场)

The CFA Program curriculum develops knowledge and competencies that investment professionals deem necessary in today’s ever changing marketplace. It covers ethical and professional standards, securities analysis and valuation, international financial statement analysis, quantitative methods, economics, corporate finance, portfolio management, wealth management and portfolio analysis. Level I exams are offered in both June and December and Levels II and III are offered only in June. It takes most candidates more than three years to complete the CFA Program, and requires dedication and determination.


“The CFA Program is incredibly well-regarded,” said Jeff Spector, CFA, VP of Strategic Partnerships and Alliances, FactSet. “It’s known for its integrity, the difficulty of the exams, and its stature in the industry. There are many professional benefits of earning the CFA charter but the real outcome benefits our clients as we develop the investment knowledge base to serve their needs.”


The December 2015 Level I exam was administered in 102 test centers in 71 cities across 40 countries worldwide. Examples of countries and territories with the largest number of candidates that took the Level I CFA exam last December are the United States (11,676), Mainland China (9,502), India (4,991), Canada (3,890), United Kingdom (3,718), Hong Kong (2,110), Singapore (1,591), South Africa (1,257), and United Arab Emirates (1,179).

投资专家认为CFA考试的课程设置与当今不断变化的市场知识和能力需求紧密结合。它涵盖了道德和专业标准,证券分析和估值,国际财务报表分析,定量方法,经济,企业融资,投资组合管理,财富管理和投资组合分析。

CFA是非常严谨的,”杰夫说斯佩克特,CFA,副总裁,战略伙伴关系和联盟,FactSet。“CFA考试的系统性、考试的难度和它在行业的地位是众所周知的。它有许多专业的福利收益,但真正的收益是有利于我们的客户作为我们发展的投资知识库来满足他们的需求。”

201512CFA考试在全球40个国家71个城市的102个考点进行。本次考生人数z多的国家分别是美国(11676)、中国大陆(9502)、印度(4991)、加拿大(3890)、英国(3718),香港(2110)、新加坡(1591)、南非(1257),和阿联酋(1179)。


Candidates seek CFA charter for career advancement

According to the 2015 CFA Program Candidate Survey, more than 60 percent of respondents see career advancement and development opportunities as the main personal benefit to taking the CFA Program, closely followed by helping to achieve long term career goals. Furthermore, 98 percent of candidates who responded believe that the CFA Program improved their understanding of important topics and, on a scale of one (very low level value) to 10 (very high level value), rate the value of the CFA charter as 8.9. Candidates are very positive towards employment with 92 percent of candidates who responded expecting employment opportunities for investment management professionals to increase or stay the same over the next six months.

CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 135,000 members in 145 countries and territories, including 129,000 CFA charterholders, and 147 member societies. For more information

根据2015CFA考生的调查显示,超过60%的受访者认为参加CFA考试主要是可以提高职业晋升和发展的机会,其次是帮助其实现长远的职业目标。此外,考生相信CFA课程体系可以帮助他们提升相关专业课题的理解。

CFA协会目前在145个国家和地区拥有超过135000名成员,其中包括129000个持证人,和147个成员协会。作为全球金融第一考,CFA考试报考逐年上升,协会鼓励考生提早规划备考,制定越早报名越优惠政策,20166CFA第二阶段报名将于2016217日正式截止,金程教育免费为考生代理报名。

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